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The Weekly Waffle

Public·38 members


🧇 The Weekly Waffle - 8th Decemberr 2023 📅

Hello, Wafflers, 🌟

Buckle up for this week's dish of insights and cheeky banter at the Academy's Town Hall's Friday Lunch Bunch. 🍽️ Here’s what’s cooking:

Plot Twist in Financial Planning 🎭: Considering a dramatic post-sale career pivot? For advisers ditching the regulated jungle, why not jump into financial planning? Only 20% of advisers bother with cashflow planning. Demand's sky-high – a not-so-hidden gem? 💎

The Oracle of Generic Advice 🧞‍♂️: Puzzling over onshore vs offshore life bonds? Fear not! ChatGPT, our generic financial planning guru, is here to enlighten us with delightfully non-specific advice.

DIY Investing's Star Moment 🚀: D2C platforms are in vogue! Case in point: AJ Bell’s profit jumping a spectacular 50%. Turns out, self-investing is more than just a fad in the UK.

Care Costs in Cashflow Planning 💸: How do you mix in care cost annuities in cashflow planning? It’s a bit more than just crunching numbers – it’s planning for life’s curveballs. 🧐

Meet the Cashflow Coach 🏆: Venture beyond basic financial planning. We’re talking full-blown cashflow coaching - it's not just saving; it's about crafting income streams and asset creation. Because who doesn’t love more money-making avenues? 🌳💰

McKinsey's Wellness Nod 👍: McKinsey confirms what we’ve been preaching: wellbeing is a full-package deal. Mind, body, heart, and spirit. It's always nice when the big players echo our sentiments, right? 🌟

FCA’s Double Move 🤹‍♂️: The FCA's been juggling this week. Increasing capital adequacy requirements for advice firms – aiming to cut down those pesky FSCS levies. But, the catch – higher capital requirements and hefty levies in the meantime. Fun times ahead! 😬

FCA’s Policy Paper Saga 📜: Today’s FCA special: a Policy Paper on the advice/guidance boundary. It's all about that fine line between guidance and advice, with some simplified advice proposals thrown in. Non-intermediating financial planners, this one's not on your radar. 🚀

Your Exclusive Town Hall Invite 💌

Consider this your golden ticket to next week's Town Hall. Join us for a blend of insight and fun!

Steve Conley is inviting you to a scheduled Zoom meeting. Topic: Town Hall Q4 2023 - Friday Lunch Bunch Time: Dec 15, 2023 12:00 PM London Every week on Fri, 4 occurrence(s) Dec 15, 2023 12:00 PM Dec 22, 2023 12:00 PM Please download and import the following iCalendar (.ics) files to your calendar system. Weekly: DOWLOAD DIARY LINK.

Join Zoom Meeting: JOIN MEETING LINK.

Meeting ID: 875 9917 5295 Passcode: 410915

READ LAST WEEK'S WAFFLE!

Here's your link to last week - The Weekly Waffle! You can never have too much waffle!!

That wraps up this week's Weekly Waffle! 🧇 Remember, life is too short for dull newsletters. Stay tuned for more!

Until next week, keep those waffles warm and your sense of humour alive! 😄👋

Cheers, The Waffle Team at AoLP!

Warm regards,

Steve Conley

Founder, Academy of Life Planning

email: steve.conley@aolp.co.uk

Copyright the Academy of Life Planning Limited 2023. Contact us by email at info@aolp.co. The Academy of Life Planning Limited is a service sector trading company regulated by the Competition and Markets Authority and Registered in England and Wales number 8016568. Registered office address 9 Franklin Way, Spilsby, Lincolnshire, PE23 5GG, United Kingdom. Information Commissioner's Office reference number ZA502687.

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